Jim is a Wealth Advisor with more than 30 years of experience in wealth management, retirement planning, and investments. He has gained extensive expertise through his roles as a Financial Consultant at Merrill Lynch and as a Wealth Manager at Raymond James. Jim is dedicated to assisting high-net-worth individuals and families realize their retirement aspirations and optimize their wealth for long-term success.
He graduated with University Honors from Brigham Young University, earning a bachelor’s degree in business management. Jim has been a dedicated Certified Financial Planner™ professional for three decades and also holds prestigious designations as a Chartered Financial Consultant™, Chartered Retirement Planning Counselor℠, and a Retirement Income Certified Professional®.
Growing up on a large farm in southeastern Idaho, Jim learned the value of hard work from a young age and earned his Eagle Scout award at age 13. He received a scholarship to BYU, where he met his wife, Jennifer. Together, they have raised eight children and now have six grandchildren.
Jim and Jenn share a love for travel and often find themselves enjoying the scenic beauty of Bear Lake. They have explored many states and countries over their 35 years of marriage, with a special fondness for beach destinations. They also enjoy dining out and watching movies or Netflix series.
Throughout his career, Jim has volunteered countless hours and mentored many successful financial advisors. Beyond his professional life, he enjoys pickleball, tennis, walking, reading, and spending quality time with his family. Jim's true joy comes from helping people, and he loves his profession for the opportunity it gives him to make a positive impact on others' lives.